Hello Odoo Community,

We currently use an Excel sheet to forecast our revenue, but nearly all of our forecasting is based on outsourcing income—that is, the bulk of our projected revenue comes from resources and services we source and deliver through outsourced teams.

What we do in Excel:

• List Jan–Dec columns with client names and assigned resources.
• Enter actual revenue/resources when confirmed, forecast values when not.
• Calculate average revenue per resource, then estimate forecasted revenue by multiplying this average with forecasted outsourced resources.
• For expenses, we use average salary costs multiplied by forecasted headcount.

What we need:

• A way in Odoo to replicate this revenue forecast model, specifically focused on outsourcing/project income and resource-based forecasting rather than just opportunity-based forecasts.
• The ability to enter actual and forecasted values, then calculate average and project totals automatically.
• Bonus if the module supports expenses/headcount, but our priority is revenue forecasting from outsourcing.
• We would prefer a module or best practice already used and proven by other companies.